Lori Haddock

Managing Partner

Lori Haddock spent 30 years in banking with Wells Fargo and its predecessors, First Union and Wachovia. Thirteen years were spent in commercial banking and commercial real estate lending, thirteen years were in relationship management in Private Banking and four years were spent as a trust officer. She has experience in working comprehensively with her clients’ financial and planning needs. Lori is a graduate of East Carolina University with a BSBA and MBA from the College of Business. She is a Certified Financial Planner™ and holds the Certified Trust Financial Advisor designation from the Institute of Certified Bankers. She is a member of Greensboro Rotary Club and is a member of the Investment Committee for Presbyterian Homes. She has served on the board of directors for Presbyterian Homes, Inc. (Chair, board member, committee chair for Executive and Finance Committees), Rotary Club of Greensboro and Greensboro Montessori School, and has participated in various fund raising events in the community. She is an active partner at Daystar Church. Lori has lived in Greensboro for 32 years. She is married to Byron Haddock and has two children, Ben who lives in Charlotte and Kate who is a senior at UNC-G. Lori enjoys hiking, walking her dogs, exercising, reading and music.